+2,189.4%
PWR vs LULU
+697.8%
+1,491.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.0% |
| 7D | +2.7% | -16.9% | +19.6% | +7.4% |
| 30D | -5.1% | -22.0% | +16.8% | +0.6% |
| 3M | -9.4% | -17.8% | +8.5% | -5.9% |
| 6M | +10.4% | -41.3% | +51.7% | +24.8% |
| YTD | +48.6% | -52.0% | +100.7% | +76.9% |
| 1Y | +68.0% | -39.8% | +107.8% | +85.9% |
| 3Y | +204.7% | -74.8% | +279.6% | +313.1% |
| 5Y | +451.9% | -76.3% | +528.2% | +637.8% |
| 10Y | +2,425.3% | +53.9% | +2,371.5% | +1,675.3% |
| All | +2,189.4% | +697.8% | +1,491.6% | +454.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling